Integrated Tax Planning
Built for the full picture.
For business owners and incorporated professionals, the tax picture moves across corporate structure, personal remuneration, and estate strategy all at once.
The complexity compounds at the intersection of those layers. That is precisely where the most consequential planning decisions reside.
At Consortium, our in-house legal, tax, accounting, and fiduciary expertise is engineered to turn that complexity into a single, coordinated strategy.
“We know communication gaps are not simply administrative headaches. They are leakage points.”
Integrated tax planning,
end to end.
Consortium's integrated approach spans the complete range of a client's considerations.
We lead the strategy and integrate seamlessly with your existing legal, accounting, and financial advisors.
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Right sizing the relationship between operating and holding entities.
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Calibrating salary and dividend strategy with precision.
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Structuring within the rules to multiply access to lower marginal rates.
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Locking in today's value to cap the tax liability of tomorrow's growth.
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Protecting and multiplying access to the LCGE.
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Ensuring governance documents reinforce the tax strategy, not undermine it.
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Proactive planning that anticipates change, not just year end review.
See what a coordinated tax strategy is worth.
The first conversation starts with where you are today.
Consortium identifies what a truly coordinated tax strategy would do differently, and quantifies what that difference is worth to your family and your business.